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Setting up your office.

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A new portal opens on five questions: what you call your people, whether you sell, which parts you’ll use, the software you’re coming from,

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and whether email goes to clients and vendors while you try it.

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Not yet keeps theirs in the outbox to review.

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The usual answers are picked; all can change later.

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Home then shows Finish setting up.

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Until you confirm your email, the portal emails only you; anything for anyone else waits in the outbox.

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The rest check off as they’re done.

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Start sending email to clients and vendors waits until you’re ready.

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Under Settings, Firm, the Brand puts your name, logo and color on everything you send.

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What you call your people is here too.

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Invite your team under People; clients and contractors see only their own projects.

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Each role is a set of checkboxes.

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Cost, margins and the firm’s money show only to the roles you check.

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Pursues new work lets a role see and start prospects.

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Under Work, Modules, your first answers are switches, Prospects among them, each saying what it takes away.

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Switch off procurement, and its orders and tabs go.

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Nothing is deleted.

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Under Email, Outgoing email starts sending, or pauses it.

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Below it, Approval can hold each email to someone outside the firm until you’ve approved it.

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And under Integrations, Import, bring in what you have, or let our support team do it.

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That’s your office, set up.

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More videos: portspace.io/videos